Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: michael97123 who wrote (15329)	5/22/2004 11:04:51 AM
From: robert b furman	of 95546

Hi Mike, We've got a consolidation goiong on. This is a big plus. There will always be fear of the downside or collapse - this must be a constant. This is what grinds ownership into giving up their positions. It is much healthier than the rapid decline we had back in 02.The BIG difference is the recovery and global expansion.Both are creating profits. The next leg up will be when those companies that are now into profitablility,get demand ramping for their products.Those few companies will get multiple expansion and we'll see the whole thing get crazy again - at a lower level of frothiness. This is a good time to hold all long term accumulations and ADD TO on severe dips to the 200 dma - Like now in most stocks. These are good times. We'll have a Rally before the election and cheaper oil very soon.We need only 600 million barrels and the SPR is topped off and summer demand will be over and peaked. Then an election. Bob

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